Kyle Anderson is a financial advisor specializing in tax efficient investment strategies and retirement planning. As the newest member of the Condon Sullivan Wealth Management & Planning team, Kyle works with existing and new clients to help implement strategies to build their wealth and knowledge.
Kyle enjoys helping clients with their individual needs and financial goals. This comprehensive, client-focused approach ensures that the recommended strategies encompass each client’s suitability, time frames, and risk tolerance.
Before joining Condon Sullivan, Kyle served as a financial advisor of AXA Advisors in New York, NY for four years. Kyle has a Bachelor of Arts degree from St. Lawrence University, with a concentration in Economics. Since his undergraduate studies, Kyle had ambitiously pursued professional licenses and accreditations. He holds the Series 7 and Series 63 registrations; in addition to Life, Accident and Health Insurance licenses.
Kyle resides in Cambridge, MA with his fiancé and will be married this fall. In his spare time, he enjoys fly fishing, golf, skiing, and cooking. He’s an active member of the community and has volunteered with NY Cares and God’s Love We Deliver, helping critically ill individuals.